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Ameriprise Financial

1,381 hedge funds and large institutions have $35.8B invested in Ameriprise Financial in 2026 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 461 increasing their positions, 533 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $96.4M | Put options by funds: $33.6M

15% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 94

3% more capital invested

Capital invested by funds: $34.9B → $35.8B (+$980M)

0.84% more ownership

Funds ownership: 86.08%86.91% (+0.84%)

1% less funds holding

Funds holding: 1,3891,381 (-8)

14% less repeat investments, than reductions

Existing positions increased: 461 | Existing positions reduced: 533

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
1,381
Holders Change
-8
Holders Change %
-0.58%
% of All Funds
16.69%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.11%
New
108
Increased
461
Reduced
533
Closed
94
Calls
$96.4M
Puts
$33.6M
Net Calls
+$62.8M
Net Calls Change
+$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
701
SKBA Capital Management
California
$729K
AWM
702
Accel Wealth Management
Iowa
$722K +$58.2K +127 +9%
PPWP
703
Premier Path Wealth Partners
New Jersey
$719K +$53.2K +116 +8%
MW
704
Marble Wealth
Alabama
$716K +$1.83K +4 +0.3%
EWS
705
Evergreen Wealth Solutions
Pennsylvania
$715K +$11.5K +25 +2%
EC
706
EntryPoint Capital
New York
$714K +$296K +646 +71%
ECM
707
Everence Capital Management
Indiana
$706K
SCA
708
Strathmore Capital Advisors
North Carolina
$706K -$4.58K -10 -0.7%
OTL
709
Oak Thistle LLC
New York
$706K -$649K -1,416 -48%
Dodge & Cox
710
Dodge & Cox
California
$688K
LWM
711
Lyell Wealth Management
California
$684K +$45.8K +100 +7%
HW
712
Hancock Whitney
Mississippi
$683K
QIM
713
Quantitative Investment Management
Virginia
$682K +$682K +1,488 New
AWM
714
AE Wealth Management
Kansas
$681K -$231K -504 -25%
GWMR
715
GC Wealth Management RIA
Massachusetts
$679K -$55.9K -122 -8%
JCM
716
J2 Capital Management
Michigan
$675K +$675K +1,472 New
SWM
717
Spire Wealth Management
Virginia
$675K +$61.9K +135 +10%
NS
718
NBC Securities
Alabama
$674K +$40.8K +89 +6%
AA
719
Armis Advisers
Georgia
$671K -$75.6K -165 -11%
BFO
720
Boston Family Office
Massachusetts
$669K
KCM
721
Kornitzer Capital Management
Kansas
$665K
RFA
722
ROI Financial Advisors
Oregon
$661K +$917 +2 +0.1%
MAM
723
McLean Asset Management
Virginia
$660K +$2.75K +6 +0.5%
PI
724
PFG Investments
New York
$655K -$23.8K -52 -4%
MG
725
Mather Group
Illinois
$655K +$6.42K +14 +1%

AMP Hedge Fund Activity: Q2 2026 in Review

1,381 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2026, worth a combined $35.8B — up 2.8% from $34.9B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new AMP positions and 94 closed out — a net gain of 14 holders — while 461 added to existing stakes and 533 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $121M. The largest seller was BlackRock, cutting an estimated $317M.

  • 1,381 institutional investors held Ameriprise Financial (AMP) as of Q2 2026, down from 1,389 in Q1 2026.
  • Funds reported $35.8B of Ameriprise Financial stock for Q2 2026, up 2.8% quarter-over-quarter.
  • 108 funds opened new Ameriprise Financial positions in Q2 2026 and 94 closed out, a net change of +14 holders.
  • The largest Ameriprise Financial buyer in Q2 2026 was Allspring Global Investments, an estimated $121M added.
  • The largest Ameriprise Financial seller in Q2 2026 was BlackRock, an estimated $317M sold.

Based on aggregated 13F filings for Q2 2026.